Providing RM Training, Consulting, Speakers, Workshops and Resources from RMLC Faculty & Affiliates under the direction of:
RICH WOLDT

CPP, CFE, Private Detective, ACFEI Homeland Security Level III

Phone:
608.712.7880
Email:
Rich@RichWoldt.com

 

       

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Programs developed by Bergee Business Continuity Planning (BBCP)

BBCP Program: 01 - Introduction to BCP
Description: Very high level 30 minute presentation of the BCP process and why people need to consider this process for their enterprise of business. The program touches on the cost of BCP, general scope of the planning process and we will discuss the "myths" of BCP. The presenter will share some of the experiences of being a corporate BCP director.
Audience: General audience of civic groups, business clubs and others groups seeking new subjects for their audience.
Format: A Power Point presentation with audience question and answer period.
Cost: Generally free to any local organization. Travel cost is additional depending on the travel distance. Travel and per diem expenses require reimbursement.
BBCP Program: 02 - The Myths of BCP
Description: Over the years some people have become complacent about BCP. We hear statement like "We have insurance", "We take data tapes offsite every day" or "I have this business associate and we have this mutual agreement".

It is likely that one or more of the myths of BCP may come back to haunt you, because they are not the solution, they are only pieces of the solution. Learn about these myths and decide for yourself if you really have enough of a BCP to recover.
Format: A very high level BCP Power Point presentation. 45 minutes
Audience: General audience
Cost: Free to any local organization. Travel and per diem expenses require reimbursement.
BBCP Program: 03 - A general review of BCP
Description:

A presentation on the basic components of business continuity planning. The 2.5 hour program is designed to provide an introductory overview of business continuity planning. The program includes information about:

  • The business reasons to complete a continuity plan.
  • Basic components of a corporate wide program.
  • An overview of the Emergency Operation Center functions.
  • A discussion on plan testing.
  • Some general issues related to the overall planning process.
Audience:

We have targeted this program to two audience groups:

  1. General appeal to conventions, seminars, technical groups, general public. Is will interest specialty organizations such as security, safety, records management, civic groups, small businesses and large governmental agencies at the local or state level.
  2. We have presented this program in-house to companies wanting general information for internal staff. Facilities management, risk management, internal security, business managers, IT managers, insurance managers etc. would be typical audience participants.
Format: A power point presentation with audience interaction and a separate question and answer period following the presentation.
Deliverables: Participants will have a general idea of the scope of corporate wide business continuity planning.
Cost: Minimum group size is 10 persons. You may wish to share this with other companies or groups in the community or area. Please, contact Paul Bergee at paulbergee@charter.net for current pricing.

Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.
   
BBCP Program Number 04 - In-House BCP Workshop
Description:

The workshop is a comprehensive in-house business continuity training workshop. The 8 hour program is very comprehensive and includes:

  • All of the material in the basic overview.
  • Discusses in detail the functional requirements for a complete plan.
  • Provides for interaction and discussion with the instructor.
  • Covers all of the BCP standard practices.

Generally the program is presented in two 4 hours sessions separated by one or two week intervals with participant assignments between sessions. Assignments will generally get the participants starting writing their business response plans. The training can also be completed in two consecutive days.

Audience: The program is directed towards creating you disaster response actions as a whole team. We encourage executive level people, risk management, insurance, safety and security, business unit personnel from all areas of the organizations including auditors, facilities, records and forms management.
Format: Power point presentation, instructor illustrations and experiences in real disaster response activities and participant interaction. We encourage participants to bring along their lap top computers because they will be asked to record disaster action responses and provide specific results from the previous sessions.
Deliverables: You will actually start writing your disaster response plan. Materials and lessons learned in the program can and will be used in the development of your organizations disaster response plan.

You should have the tools to start the BCP planning process on your own using your staff. Or we can mentor you through the process as needed.
Cost: Please, contact Paul Bergee at paulbergee@charter.net for current pricing.

Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.
BBCP Program Number 05 - BCP Preparedness Measuring through Testing
Description: Many organizations do not see the need to complete a disaster response plan. Some managers assume they can pull the resources together using basic business resources and common sense. Some people think that all they need is a good insurance policy, we have our data tapes duplicated and they have tested the computer hot site.

This special test will point out issues that most people have never considered and will need to complete prior to any disaster loss.

Our 4 hour, test before you plan, can be a real eye opener.
Audience: Generally this program is directed towards one organization or company. We promote that executive level people, risk management, insurance, safety and security, business unit personnel from all areas of the organizations including auditors, facilities, records and forms management should participate in this test.
Format: A power point format with response actions and we encourage active participant involvement.
Deliverables: We will use a BCP checkpoint list to record area's of improvement. We may discover loopholes in your current planning process.

You may also find that you already have any BCP components in place.
Cost: Please, contact Paul Bergee at paulbergee@charter.net for current pricing.

Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.
BBCP Program Number 06 - An Audit of your BCP
Description: An independent audit of you business continuity planning program can allow you to see your program from another point of view. You may have already completed many disaster response planning components. You may not sure if you have completed everything or you are looking for areas that need improvement.
Audience: Any organization or company.
Format: You pick the dates, location and duration (we assume a minimum of 20 hours). This will be an interview on each of the key persons you have on site that are involved in your current BCP. You need to bring any and all business recovery planning material to the audit. We may recommend audit participants if you are unsure of who should be involved.

We will set a schedule that fits your needs.

We will bring in an audit tailored to you company size, structure and general disaster recovery status.
Deliverables:

The finished product or deliverables from this audit will be:

  • Measurement of the level of your current BCP program.
  • Confirms the assumptions about your current planning or methodology.
  • Benchmarks your business recovery plan to industry standards.
  • Identifies any loopholes and omissions.
  • Confirms the need to perform further planning.
  • Documentation that you can take to your board of directors, owners, auditors and others that need to see evidence of your program.
  • A list of BCP items that you need to complete prior to meeting with the auditors or the board.
Cost: Please, contact Paul Bergee at paulbergee@charter.net for current pricing.

Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.
BBCP Program Number: 7 - Emergency Operations Center (EOC) training
Description: An emergency operations center has special disaster response equipment, operates 24 hours a day and serves as a central point for making decisions taking action on the disaster response plans that you have prepared.

The procedures used in the EOC are many times unfamiliar to most people and they require special training. This 3 hour program provides the necessary training to operate the EOC and provides a list of the equipment needed to operate the program.
Audience: Any company or community, or professional group.
Format: We will bring in EOC equipment and through the use of a power point presentation provide a visual demonstration of the operations of an EOC.
Deliverables: Confidence that your staff has the skills and training to operate and manage this key component of the recovery process.
Cost: Please, contact Paul Bergee at paulbergee@charter.net for current pricing. Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.
BBCP Program Number: 8 - Full Scale BCP Development Program
Description:

Many companies need to hire or outsource the expertise to develop a BCP. It is to difficult and time consuming to train a person in-house, have them install the program and continue to performing their regular duties. This program takes you through the entire process and then hands off the program to you when we are finished.

The program includes:

  • All of our training programs
  • BCP development for your business operations
  • A Word based boiler plate disaster response program
  • Disaster response team procedures and training
  • Annual update management
  • Test training and development of testing protocols
  • EOC management
  • Audit of your records management program with recommendations
  • Audit of your forms management program with recommendations
Audience: All key personnel in your organization. We expect executive level people, risk management, insurance, safety and security, business unit personnel from all areas of the organizations including auditors, facilities, records and forms management to participate in this program.
Format: Classroom training presentations using power point presentations. One on one interviews with staff and managers as needed. Periodic meetings and reports on how the process is developing. A final presentation to your executive group on the program with their roles and responsibilities defined.
Deliverables: A BCP program that you can present to your board, auditors, insurance companies and to any other entity that seeks information on your ability to recover from a catastrophic loss to your organization.
Cost: Please, contact Paul Bergee at paulbergee@charter.net for current pricing. Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.
BBCP Program Number 9 - Full Scale BCP Management Package
Description: A high percentage of organizations have talked about developing a disaster recovery plan and some have started and restarted the process several times. Most the time they lack the needed in-house expertise, time and experience and this causes these efforts to fail. Development of a plan, the ability to self audit, skills to complete a reasonable test and gain resources needed to keep the plan viable are out of reach for many companies.
Audience: Companies or organizations needing a high quality disaster recovery program.
Format: Classroom training presentations using power point presentations, one on interviews with staff and managers as needed, periodic meetings and reports on how the process is developing. A final presentation to your executive group on the program with their roles and responsibilities defined.
Deliverables: We will manage all of the plan components with you until you are ready to take over the management yourself.

Our full scale business package includes the entire BCP package described above.

We will annually test the program, schedule and monitor the updating of the plans.

We will also respond to your disaster events, manage the EOC, assist with activating resources and help you through the recovery process if needed.
Cost: Please, contact Paul Bergee at paulbergee@charter.net for current pricing. Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.
BBCP Program Number 10 - Testing Your BCP
Description:

Everyone that teaches or consults on BCP development will agree that a plan is not really complete until it is tested. Testing or excising the plan has many benefits:

  • It teaches the participants their roles and responsibilities during a disaster event.
  • Walking through the actions, procedures and BCP plans makes people focus on the tasks, sets a level of urgency to the event and people are able to put some physical structure to the BCP.
  • A test reinforces the need for the program and the participants will gain confidence that the planning and procedures really do work.
  • The exercise will remind people that they have an important role in the recovery of the operations in the event of a disaster.
  • People will be working together, taking action on the decisions that they previously made. Then implementing those actions based on resources that they helped to develop.
  • Writing the plan and picturing it through the minds eye is part of the development process. A simulation test will provide a stronger understanding of how the response teams work together, puts on a sense of time that is needed for recovery and the energy needed to perform the many recovery tasks.
Audience: Companies or organizations needing a high quality disaster recovery testing program.
Format:

BCP Testing needs to be progressive. Each test protocol should bring in more resources, challenges to the response team and normally is needs to be more complex until it becomes a full scale simulation of a disaster. Variation for the tests will come with the use of various scenarios and test conditions. We also like to link together the emergency response (evacuations), EOC operations, the IT recovery plan and the business BCP.

We offer three testing protocol levels:

  1. Tabletop Testing
  2. Business Functional Testing
  3. Full Scale Interdependency Testing
Deliverables: The test will point out omissions and errors in the planning process. Errors and omissions could include equipment needs, procedural issues and changes, additional documentation requirements and additions or changes in the internal or external resources.

All these discoveries will lead to better planning, confidence in the program and enhance your ability to recover from an actual loss.

A report to your management on the actions taken during the test.

Recommendations for BCP improvements.
Cost:

Please, contact Paul Bergee at paulbergee@charter.net for current pricing. Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.

In addition we have a test development cost:

1. Tabletop Testing $2500
2. Business Functional Testing $5000
3. Full Scale Interdependency Testing $7500

BBCP Program Number 11 - Business Continuity External/Dependency Audit
Description: Joint ventures, mergers, acquisitions and critical supplier dependencies
requires looking at all aspects of the BCP process. It is very important to know how prepared they are to handle a disaster. Their disaster could become your disaster, because you cannot get the products or services that you need or they have lost the information or a process that you depend on for your operations.
Audience: The assumption being that you have a full scale BCP in place. You are looking at purchasing, partnering or merging your operations with another organization. You want to be sure your investment is protected by their having a BCP in place. Our program audits these partners or associates.
Format: We will visit the location(s) that you want to have audited. From a methodology we have developed we will interview all key BCP components. When the audit is complete we will report the results back to your organization.
Deliverables:

Performing an audit will accomplish the following:

  • Measures the level of their BCP current program
  • Benchmarks their business recovery plan to your recovery standards
  • Identifies any loopholes and omissions in their BCP
  • Confirms the need to require or request further planning
  • You can make an informed decision on the recoverability of their operations
  • Documentation that you can take to your board of directors, owners, auditors and others that need to see evidence of their program.
Cost: Please, contact Paul Bergee at paulbergee@charter.net for current pricing. Travel cost is additional depending on distance. Travel and per diem expenses require reimbursement.

       

 

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